Beverly Hills Private Wealth
MXF icon

Beverly Hills Private Wealth’s Mexico Fund MXF Stock Holding History

Beverly Hills Private Wealth’s Portfolio MXF Stock Details MXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$847K Buy
41,537
+4,855
+13% +$104K 0.15% 127
2026
Q2 		$802K Buy
+36,682
New +$798K 0.15% 119

Other funds holding MXF

City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $76.5M AUM 19.39% 1-Year Est. Return
ACM
Altium Capital Management New York $68.8M AUM 7.27% 1-Year Est. Return
UHLMANN PRICE SECURITIES
UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return
Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $18B AUM 27.48% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
SFI Advisors
SFI Advisors Montclair, New Jersey $122M AUM 28.71% 1-Year Est. Return

Beverly Hills Private Wealth's MXF Position: Q3 2026 in Review

Beverly Hills Private Wealth increased its Mexico Fund (MXF) stake by 13% in Q3 2026, buying an estimated $104K and bringing the position to 41,537 shares worth $847K. The position accounts for 0.15% of the portfolio, ranked #127.

Beverly Hills Private Wealth first reported a position in MXF in Q2 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold MXF as of Q3 2026.

  • Beverly Hills Private Wealth held 41,537 shares of Mexico Fund worth $847K as of Q3 2026.
  • Beverly Hills Private Wealth bought 4,855 Mexico Fund shares in Q3 2026, an estimated $104K.
  • Mexico Fund made up 0.15% of Beverly Hills Private Wealth's portfolio in Q3 2026, its #127 holding.
  • Beverly Hills Private Wealth first reported a position in Mexico Fund in Q2 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Mexico Fund as of Q3 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.